Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Buy
1,496
+419
+39% +$39.1K 0.01% 193
2025
Q1
$78.5K Buy
1,077
+471
+78% +$34.3K 0.01% 200
2024
Q4
$36.6K Buy
606
+91
+18% +$5.49K ﹤0.01% 201
2024
Q3
$38.7K Hold
515
﹤0.01% 175
2024
Q2
$37.4K Buy
515
+483
+1,509% +$35.1K ﹤0.01% 170
2024
Q1
$2.46K Hold
32
﹤0.01% 340
2023
Q4
$1.97K Sell
32
-1
-3% -$62 ﹤0.01% 386
2023
Q3
$1.52K Buy
33
+1
+3% +$46 ﹤0.01% 468
2023
Q2
$1.38K Sell
32
-558
-95% -$24.1K ﹤0.01% 569
2023
Q1
$18.7K Buy
+590
New +$18.7K ﹤0.01% 275
2021
Q4
Sell
-100
Closed -$4K 400
2021
Q3
$4K Sell
100
-1,259
-93% -$50.4K ﹤0.01% 329
2021
Q2
$68K Buy
1,359
+1,259
+1,259% +$63K 0.01% 181
2021
Q1
$5K Sell
100
-50
-33% -$2.5K ﹤0.01% 291
2020
Q4
$8K Hold
150
﹤0.01% 255
2020
Q3
$5K Hold
150
﹤0.01% 263
2020
Q2
$5K Hold
150
﹤0.01% 266
2020
Q1
$4K Hold
150
﹤0.01% 297
2019
Q4
$4K Hold
150
﹤0.01% 269
2019
Q3
$5K Sell
150
-1,380
-90% -$46K ﹤0.01% 229
2019
Q2
$71K Buy
+1,530
New +$71K 0.01% 152